THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE GOODWIN FOUNDATION A NEW JERSEY NON PROFIT CORPORATION (EIN 22-2882244)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202111119349101106
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T11:20:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222882244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODWIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 4104840118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CLIFTON CT | AddressLine1Txt |
| City | PIKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GOODWIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4104840118 | PhoneNum |
| Signature | 2021-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOANNA | PersonFirstNm |
| Person Last | GOODWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2021-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,587,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $887,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,137,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $887,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $908,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $908,506 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $93,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $79,560 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,093 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,093 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,672 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,672 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,829 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,366 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,463 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,330 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $210 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $210 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $470,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872,770 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,471 | CashBOYAmt |
| Cash EOY | $22,180 | CashEOYAmt |
| Cash EOYFMV | $22,180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $247,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,152 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,250,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,534,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,317,852 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,333,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,803,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,587,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,333,079 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,803,964 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,333,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,803,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,333,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,803,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,333,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $470,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,803,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,803,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,137,927 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,250,787 | CostOrOtherBasisAmt |
| Gain Or Loss | $887,140 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $887,140 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $887,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,452 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE CROCE BOOKKEEPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104840118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CLIFTON CT | AddressLine1Txt |
| City | PIKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOANNA GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE, EXECUTIVE DIRECTOR | 40.00 | $93,600 | $0 | $0 |
| JOHN GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT GOODWIN | ||||||||
| 11 CLIFTON CT | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,960,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $491,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,452,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,452,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,415,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,132 | TotalTaxAmt |
| Distributable Before Adj | $108,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $400,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $400,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,140 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291,572 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $235,233 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,699,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,991,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $400,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,590,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,140 | ExcessFromYear4Amt |
| Excess From Year3 | $281,452 | ExcessFromYear3Amt |
| Excess From Year2 | $291,572 | ExcessFromYear2Amt |
| Excess From Year1 | $235,233 | ExcessFromYear1Amt |
| Excess From Current Year | $291,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTBLUE CHARITIES INC | |||||||
| 366 SUMMER STREET | SOMERVILLE | MA | 02144 | PC | BLACK LIVES MATTER | $1,000 | |
| ALLIANCE FOR MIDDLE EAST PEACE (ALLMEP) | |||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | ENTITY SUPPORT | $30,200 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $500 | |
| AMERICAN FRIENDS OF NEVE SHALOMWAHAT AL-SALAM | |||||||
| 229 N CENTRAL AVENUE SUITE 401 | GLENDALE | CA | 91203 | PC | ENTITY SUPPORT | $50,000 | |
| AMERICAN FRIENDS OF PARENT'S CIRCLE | |||||||
| 1425 RXR PLAZA EAST TOWER 15TH | UNIONDALE | NY | 11556 | PC | ENTITY SUPPORT | $1,800 | FLOOR |
| ARC OF BURLINGTON COUNTY INC | |||||||
| 115 E BROAD STREET | BURLINGTON | NJ | 08016 | PC | ENTITY SUPPORT | $100 | |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | ENTITY SUPPORT | $50 | |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | PC | ENTITY SUPPORT | $5,000 | |
| ASPEN ROTARY CLUB FOUNDATION INC | |||||||
| TIMBERLINE BANK 122 W MAIN STREET | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $5,000 | |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN STREET SUITE 204 | CARBONDALE | CO | 81623 | PC | ENTITY SUPPORT | $5,000 | |
| ASPEN VALLEY SKISNOWBOARD CLUB | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81600 | PC | ENTITY SUPPORT | $2,500 | |
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | |||||||
| 101 MT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | ENTITY SUPPORT | $1,300 | |
| BLACK WOMEN BUILD | |||||||
| 2204 DRUID HILL AVENUE | BALTIMORE | MD | 21217 | PC | ENTITY SUPPORT | $1,000 | |
| BLACK WOMEN'S BLUEPRINT | |||||||
| 71 OCEAN PARKWAY APT 4E | BROOKLYN | NY | 11218 | PC | ENTITY SUPPORT | $1,000 | |
| BUDDY PROGRAM | |||||||
| 110 E HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $3,000 | |
| COMMUNITY OFFICE FOR RESOURCE EFFICIENCY (CORE) | |||||||
| PO BOX 9707 | ASPEN | CO | 81612 | PC | HOME ENERGY ASSESSMENTS ($4,300), ENTITY SUPPORT ($10,000) | $14,300 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 92117 | PC | FOR CORONAVIRUS PERSONAL PROTECTIVE EQUIPMENT IN THE U.S. | $20,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET SUITE 310 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $1,000 | |
| DWIGHT SCHOOL FOUNDATION | |||||||
| 291 CENTRAL PARK WEST FLOOR 1 | NEW YORK | NY | 10024 | PC | ENTITY SUPPORT | $1,000 | |
| ENCOUNTER PROGRAMS | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $1,800 | |
| FRIENDS OF ARAVA INSTITUTE | |||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON CENTRE | MA | 02459 | PC | ENTITY SUPPORT | $250 | |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION | |||||||
| 601 W 26TH STREET SUITE 325-25 | NEW YORK | NY | 10001 | PC | ENTITY SUPPORT | $500 | |
| HAIFA FOUNDATION CO KIM GOLDSTEIN ESQ GATES & GOLDSTEIN LLP | |||||||
| 2 MAIN STREET SUITE 1 | ROSLYN | NY | 11576 | PC | ENTITY SUPPORT | $200 | |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | ENTITY SUPPORT | $1,000 | |
| HOLOCAUST CENTER FOR HUMANITY | |||||||
| 2045 SECOND AVENUE | SEATTLE | WA | 98121 | PC | ENTITY SUPPORT | $881 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | ENTITY SUPPORT | $57,881 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | PC | ENTITY SUPPORT | $100 | |
| JEWISH RESOURCE CENTER CHABAD OF ASPEN | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $5,000 | |
| JEWISH WOMEN'S ARCHIVE | |||||||
| ONE HARVARD STREET SUITE 200 | BROOKLINE | MA | 02445 | PC | ENTITY SUPPORT | $5,000 | |
| JUST VISION INC | |||||||
| 1250 H STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PC | ENTITY SUPPORT | $1,800 | |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | ENTITY SUPPORT | $50 | |
| MIDDLE EAST PEACE DIALOGUE NETWORK | |||||||
| PO BOX 943 | ATCO | NJ | 08004 | PC | ENTITY SUPPORT | $30,000 | |
| NEW ISRAEL FUND | |||||||
| PO 177 | LEWISTON | ME | 042430177 | PC | ENTITY SUPPORT | $10,000 | |
| OPEN SPACE INSTITUTE INC (FISCAL SPONSOR) | |||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | PC | BLACK URBAN GROWERS | $1,039 | |
| OVARIAN CANCER CIRCLE | |||||||
| PO BOX 461759 | LOS ANGELES | CA | 90046 | PC | ENTITY SUPPORT | $2,500 | |
| PATHFINDERS | |||||||
| 303 ASPEN AIRPORT BUSINESS CTR | ASPEN | CO | 81611 | PC | ENTITY SUPPORT | $5,000 | SUITE H |
| PHILANTHROPIC EDU ORG CO BARBARA WICKS TREASURER | |||||||
| 146 HEATHER LANE | ASPEN | CO | 81615 | PC | ENTITY SUPPORT | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | ENTITY SUPPORT | $1,000 | |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | PC | ENTITY SUPPORT | $1,000 | |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2440 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | ENTITY SUPPORT | $500 | |
| SALVATION ARMY | |||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $100 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | ENTITY SUPPORT | $5,000 | |
| SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE | |||||||
| 1237 RALPH DAVID ABERNATHY BLVD | ATLANTA | GA | 30310 | PC | ENTITY SUPPORT | $1,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | PC | ENTITY SUPPORT | $100 | |
| TANENBAUM CENTER | |||||||
| 55 BROAD STREET | NEW YORK | NY | 10004 | PC | ENTITY SUPPORT | $500 | |
| TRUAH | |||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | PC | ENTITY SUPPORT | $1,000 | |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | ENTITY SUPPORT | $132 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| PO BOX 4123 | WOBURN | MA | 018884123 | PC | ENTITY SUPPORT | $1,000 | |
| UNITED NEGRO COLLEGE FUND | |||||||
| 60 PARK PLACE MILITARY PARK BLDG | NEWARK | NJ | 07102 | PC | ENTITY SUPPORT | $200 | SUITE 406 |
| UNITED WAY OF GREATER PHILADELPHIASOUTHERN NEW JERSEY | |||||||
| 1709 BENJAMIN FRANKLIN PKY | PHILADELPHIA | PA | 191031294 | PC | ENTITY SUPPORT | $5,000 | |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | PC | ENTITY SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,883 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $887,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $908,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $908,539 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,829 | Amt |
| Net Investment Income | $1,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,463 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMPHENOL CORP CL A, 2,400 SH | $185,203 | $313,848 |
| CDW CORP COM, 1,800 SH | $176,574 | $237,222 |
| CME GROUP INC, 900 SH | $167,301 | $163,845 |
| MOODYS CORP, 900 SH | $208,259 | $261,216 |
| MSCI INC, 400 SH | $120,332 | $178,612 |
| SVB FINL GROUP, 900 SH | $149,563 | $349,047 |
| VERISK ANALYTICS INC COM, 1,200 SH | $179,404 | $249,108 |
| WEX INC COM, 1,800 SH | $194,297 | $366,354 |
| ZOETIS INC COM, 1,200 SH | $153,699 | $198,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,722 | $0 | $1,722 |
| NEW JERSEY ANNUAL REPORT | $33 | $0 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $33 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $20,330 | $20,330 | $0 |
| OTHER FEES | $3,500 | $0 | $3,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,782 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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